DaveManuel.com · Institutional Ownership · Who Owns It
COREBRIDGE FINL INC (CRBG)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
453
Reporting holders
$14.0B
Reported value
109.4%
Of shares outstanding
0.4%
Calls
0.1%
Puts
+18
Holder change
Institutions report 487,774,940 shares against 445,772,522 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NIPPON LIFE INSURANCE CO | $3.5B | 121,956,256 | 57.81% | 7q | HELD |
| Blackstone Inc. | $1.8B | 61,962,123 | 4.55% | 16q | HELD |
| PZENA INVESTMENT MANAGEMENT LLC | $967.4M | 33,789,727 | 2.84% | 12q | +24.9%+$193.1M |
| BlackRock, Inc. | $726.5M | 25,375,258 | 0.01% | 7q | +747770.9%+$726.4M |
| HARRIS ASSOCIATES L P | $719.5M | 25,132,155 | 0.95% | 14q | +0.7%+$4.8M |
| FMR LLC | $418.3M | 14,609,508 | 0.02% | 15q | +1759.0%+$395.8M |
| NORGES BANK | $406.9M | 14,211,979 | 0.04% | 14q | -29.9%-$173.4M |
| DIMENSIONAL FUND ADVISORS LP | $335.6M | 11,722,315 | 0.06% | 12q | +32.2%+$81.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $333.4M | 11,644,490 | 0.97% | 16q | +28.2%+$73.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $333.2M | 11,638,242 | 0.02% | 2q | -8.9%-$32.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $321.5M | 11,227,996 | 0.01% | 2q | -6.6%-$22.7M |
| STATE STREET CORP | $300.9M | 10,509,030 | 0.01% | 15q | -6.7%-$21.5M |
| DONALD SMITH & CO., INC. | $168.1M | 5,872,642 | 2.98% | 10q | -3.2%-$5.6M |
| Davis Asset Management, L.P. | $166.1M | 5,800,000 | 4.21% | 11q | HELD |
| Castle Hook Partners LP | $165.7M | 5,787,225 | 0.76% | 2q | +3195.2%+$160.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $145.1M | 5,069,621 | 0.05% | 13q | -12.7%-$21.1M |
| LSV ASSET MANAGEMENT | $133.2M | 4,653,328 | 0.24% | 7q | -1.1%-$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $131.3M | 4,599,594 | 0.01% | 15q | -6.5%-$9.2M |
| Clearbridge Investments, LLC | $128.5M | 4,489,655 | 0.11% | 12q | +12.4%+$14.1M |
| GOLDMAN SACHS GROUP INC | $100.7M incl. $32.4M options CALL | 2,387,268 | 0.01% | 15q | +68.8%+$41.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $99.5M | 3,474,280 | 0.02% | 15q | -34.7%-$52.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $96.7M | 3,377,415 | 0.04% | 3q | +1087.0%+$88.5M |
| TOMS Capital Investment Management LP | $88.0M | 3,075,000 | 1.88% | new | NEW |
| NORTHERN TRUST CORP | $85.3M | 2,981,070 | 0.01% | 15q | +11.3%+$8.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $79.7M | 2,784,627 | 0.29% | 14q | -1.3%-$1.1M |
| UBS Group AG | $78.1M incl. $715.8K options CALL | 2,702,999 | 0.01% | 16q | +505.2%+$65.2M |
| VIKING GLOBAL INVESTORS LP | $76.7M | 2,679,371 | 0.22% | new | NEW |
| MORGAN STANLEY | $67.7M | 2,365,842 | 0.00% | 16q | +67.2%+$27.2M |
| Russell Investments Group, Ltd. | $67.3M | 2,349,813 | 0.06% | 14q | +34.0%+$17.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.4M | 2,181,037 | 0.01% | 15q | +1.9%+$1.2M |
| TRUIST FINANCIAL CORP | $62.2M | 2,173,146 | 0.07% | 13q | +3.5%+$2.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $60.9M | 2,126,904 | 0.26% | 15q | -5.7%-$3.7M |
| BANK OF AMERICA CORP /DE/ | $56.8M | 1,983,495 | 0.00% | 16q | +57.2%+$20.7M |
| AustralianSuper Pty Ltd | $53.3M | 1,860,030 | 0.23% | 9q | +0.8%+$421.2K |
| Woodline Partners LP | $50.8M | 1,773,308 | 0.16% | new | NEW |
| WELLS FARGO & COMPANY/MN | $49.8M | 1,739,064 | 0.01% | 15q | +112.6%+$26.4M |
| Nuveen, LLC | $47.0M | 1,642,921 | 0.01% | 6q | +2.9%+$1.3M |
| Bank of New York Mellon Corp | $46.0M | 1,607,692 | 0.01% | 15q | -6.6%-$3.3M |
| VANGUARD FIDUCIARY TRUST CO | $44.1M | 1,540,136 | 0.01% | 2q | -4.2%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $43.8M | 1,528,455 | 0.01% | 15q | +1.3%+$555.0K |
| Invesco Ltd. | $37.0M | 1,293,487 | 0.00% | 15q | -5.6%-$2.2M |
| MILLENNIUM MANAGEMENT LLC | $36.4M | 1,272,680 | 0.01% | 16q | -27.7%-$13.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $36.2M | 1,263,484 | 0.01% | 12q | -14.7%-$6.2M |
| AQR CAPITAL MANAGEMENT LLC | $35.4M | 1,237,812 | 0.01% | 12q | -23.6%-$10.9M |
| AMERICAN CENTURY COMPANIES INC | $35.2M | 1,228,348 | 0.02% | 9q | +28.2%+$7.7M |
| Arbiter Partners Capital Management LLC | $34.1M | 1,191,465 | 5.92% | 15q | +409.9%+$27.4M |
| FACTORY MUTUAL INSURANCE CO | $33.5M | 1,168,750 | 0.31% | 12q | +22.6%+$6.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $31.4M | 1,095,785 | 0.00% | 16q | -80.7%-$131.1M |
| Governors Lane LP | $31.0M incl. $10.3M options PUT | 722,000 | 2.59% | 5q | HELD |
| BANK OF MONTREAL /CAN/ | $30.3M | 1,059,426 | 0.01% | 3q | +204.2%+$20.4M |
| BRUNI J V & CO /CO | $28.9M | 1,010,345 | 2.64% | 3q | +16.2%+$4.0M |
| RAYMOND JAMES FINANCIAL INC | $28.7M | 1,002,141 | 0.01% | 7q | +85.4%+$13.2M |
| SEI INVESTMENTS CO | $28.6M | 999,829 | 0.03% | 14q | +8.4%+$2.2M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $24.9M | 871,406 | 0.47% | 3q | +85.3%+$11.5M |
| JPMORGAN CHASE & CO | $24.6M | 840,343 | 0.00% | 16q | -25.3%-$8.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.5M incl. $9.5M options CALL+PUT | 523,074 | 0.00% | 14q | +108.9%+$12.8M |
| Cander Asset Management LP | $24.5M | 855,613 | 4.53% | 2q | +233.6%+$17.2M |
| Legal & General Group Plc | $24.3M | 849,828 | 0.01% | 16q | HELD |
| Grantham, Mayo, Van Otterloo & Co. LLC | $23.1M | 805,632 | 0.05% | 2q | +47.0%+$7.4M |
| Amundi | $22.9M | 798,634 | 0.01% | 10q | -85.0%-$129.8M |
| SOROS FUND MANAGEMENT LLC | $21.0M | 733,788 | 0.26% | 11q | -65.6%-$40.1M |
| RHUMBLINE ADVISERS | $20.0M | 697,942 | 0.02% | 15q | -4.0%-$829.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $19.6M | 684,548 | 0.02% | 12q | +179.6%+$12.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $19.4M | 677,865 | 0.03% | 3q | +1.3%+$251.8K |
| Swiss National Bank | $19.4M | 676,065 | 0.01% | 10q | -17.0%-$4.0M |
| Point72 Asset Management, L.P. | $19.1M | 668,026 | 0.02% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $18.4M | 641,546 | 0.01% | 16q | -3.1%-$593.0K |
| CITADEL ADVISORS LLC | $17.2M incl. $5.1M options CALL+PUT | 425,266 | 0.00% | 16q | HELD |
| Jump Financial, LLC | $17.0M | 595,313 | 0.14% | 4q | +46.8%+$5.4M |
| ALGERT GLOBAL LLC | $16.4M | 571,615 | 0.19% | 4q | -3.2%-$533.1K |
| Robeco Institutional Asset Management B.V. | $15.8M | 552,892 | 0.02% | 11q | -15.6%-$2.9M |
| Sound Income Strategies, LLC | $15.6M | 543,564 | 0.70% | 10q | +1.4%+$215.2K |
| KBC Group NV | $15.2M | 529,213 | 0.03% | 10q | -5.3%-$845.9K |
| STOREBRAND ASSET MANAGEMENT AS | $14.3M | 498,544 | 0.04% | 10q | -6.3%-$964.0K |
| HANCOCK WHITNEY CORP | $13.9M | 483,986 | 0.23% | 13q | +667.4%+$12.1M |
| California Public Employees Retirement System | $13.6M | 473,655 | 0.01% | 10q | -14.7%-$2.3M |
| Sumitomo Mitsui Trust Group, Inc. | $13.3M | 466,165 | 0.01% | 10q | -12.4%-$1.9M |
| Squarepoint Ops LLC | $12.8M | 446,670 | 0.01% | 4q | +112.3%+$6.8M |
| SEVEN GRAND MANAGERS, LLC | $11.5M | 400,000 | 0.46% | 4q | +60.0%+$4.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $11.1M | 388,050 | 0.07% | 6q | -12.2%-$1.5M |
| Retirement Systems of Alabama | $11.0M | 383,268 | 0.03% | 6q | -14.0%-$1.8M |
| DEUTSCHE BANK AG\ | $10.9M | 381,994 | 0.00% | 15q | +5.4%+$559.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10.4M | 364,952 | 0.01% | 15q | -28.0%-$4.1M |
| Eurizon Capital SGR S.p.A. | $10.4M | 364,555 | 0.03% | 3q | -16.2%-$2.0M |
| Caption Management, LLC | $10.3M CALL | options only | 0.05% | 2q | OPTIONS |
| ALPINE ASSOCIATES MANAGEMENT INC. | $9.9M | 345,580 | 0.62% | 2q | +20.3%+$1.7M |
| Bridgewater Associates, LP | $9.8M | 341,198 | 0.04% | 4q | -30.0%-$4.2M |
| Cambria Investment Management, L.P. | $9.6M | 334,676 | 0.47% | 11q | -12.1%-$1.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $9.4M | 328,849 | 0.01% | 11q | -95.5%-$201.1M |
| AMERIPRISE FINANCIAL INC | $9.4M | 328,601 | 0.00% | 11q | -25.6%-$3.2M |
| Allianz Asset Management GmbH | $9.3M | 325,870 | 0.01% | 12q | +249.2%+$6.7M |
| Interval Partners, LP | $8.8M | 309,021 | 0.23% | 16q | -26.1%-$3.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $8.8M | 307,456 | 0.00% | 15q | HELD |
| AQR Arbitrage LLC | $8.7M | 303,212 | 0.12% | 2q | -51.6%-$9.2M |
| BOOTHBAY FUND MANAGEMENT, LLC | $8.7M | 302,530 | 0.11% | 7q | +17.4%+$1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8.0M | 277,999 | 0.01% | 6q | +26.1%+$1.6M |
| BARCLAYS PLC | $7.8M | 271,947 | 0.00% | 16q | -33.7%-$4.0M |
| ALLIANCEBERNSTEIN L.P. | $7.6M | 319,652 | 0.00% | 15q | -24.6%-$2.5M |
| Jefferies Financial Group Inc. | $6.7M | 235,574 | 0.04% | 2q | -16.8%-$1.4M |
| ROYAL BANK OF CANADA | $6.2M | 218,091 | 0.00% | 16q | +6.7%+$390.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13D/A | Nippon Life Insurance Company | 29.4% |
| 2026-10-06 | 13D/A | Nippon Life Insurance Company | 28.4% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Argon Holdco LLC | 10% owner | Sold | 14,500,000 | $491.1M |
| 2026-09-28 | NIPPON LIFE INSURANCE CO | 10% owner | Bought | 805,782 | $27.5M ×2 |
| 2026-10-07 | NIPPON LIFE INSURANCE CO | 10% owner | Bought | 606,912 | $20.9M |
| 2026-10-14 | NIPPON LIFE INSURANCE CO | 10% owner | Bought | 602,103 | $20.5M |
| 2026-10-23 | NIPPON LIFE INSURANCE CO | 10% owner | Bought | 595,609 | $20.2M ×2 |
| 2026-10-15 | NIPPON LIFE INSURANCE CO | 10% owner | Bought | 510,873 | $17.1M ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 115 | $4.3B | 130,589,426 | 17 | 41 | 29 | 0.0% |
| Q2 2026 | 453 | $14.0B | 487,774,940 | 67 | 154 | 169 | 0.6% |
| Q1 2026 | 435 | $10.8B | 451,194,648 | 55 | 144 | 168 | 0.6% |
| Q4 2025 | 465 | $15.3B | 505,954,803 | 66 | 180 | 128 | 0.4% |
| Q3 2025 | 464 | $17.0B | 527,806,309 | 83 | 179 | 110 | 0.4% |
| Q2 2025 | 427 | $19.6B | 550,297,097 | 66 | 137 | 162 | 0.4% |
| Q1 2025 | 419 | $17.8B | 561,643,662 | 57 | 139 | 146 | 0.3% |
| Q4 2024 | 410 | $16.9B | 561,744,489 | 50 | 153 | 123 | 0.5% |
| Q3 2024 | 393 | $17.0B | 575,331,202 | 63 | 163 | 113 | 1.2% |
| Q2 2024 | 389 | $17.9B | 602,191,393 | 82 | 161 | 86 | 2.0% |
| Q1 2024 | 334 | $18.4B | 633,102,589 | 125 | 93 | 75 | 1.0% |
| Q4 2023 | 249 | $13.6B | 625,471,668 | 75 | 99 | 43 | 0.0% |
| Q3 2023 | 196 | $4.5B | 229,935,731 | 41 | 65 | 54 | 0.2% |
| Q2 2023 | 186 | $4.0B | 227,298,294 | 64 | 77 | 28 | 0.7% |
| Q1 2023 | 145 | $2.5B | 156,894,619 | 47 | 59 | 27 | 0.1% |
| Q4 2022 | 127 | $3.0B | 151,904,920 | 66 | 17 | 38 | 0.0% |
| Q3 2022 | 77 | $2.8B | 142,419,167 | 77 | 0 | 0 | 0.0% |